Purchases and Sales Made in Q2 2025 in Ishares Esg Aware Msci Usa Sma (ESML)
This table provides information about the institutional ownership of Ishares Esg Aware Msci Usa Sma (ESML) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES ESG AWARE MSCI USA SMA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.06K- 3.5% |
$35.5K - $43.9K
|
29.2K
$1.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-1.07K- 13.38% |
$35.9K - $44.3K
|
6.94K
$312K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.09K- 7.75% |
$36.5K - $45.1K
|
13K
$584K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.1K- 10.91% |
$36.8K - $45.5K
|
8.98K
$404K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.13K- 1.73% |
$37.6K - $46.5K
|
63.9K
$2.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.14K- 5.16% |
$38.3K - $47.3K
|
21K
$946K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.17K- 20.66% |
$39.2K - $48.4K
|
4.5K
$202K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.28K- 10.05% |
$42.9K - $53K
|
11.5K
$516K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.38K- 2.1% |
$46.2K - $57.1K
|
64.5K
$2.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.41K- 13.77% |
$47.1K - $58.2K
|
8.82K
$396K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.54K- 7.15% |
$51.5K - $63.6K
|
20K
$899K
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-1.71K- 17.1% |
$57K - $70.5K
|
8.26K
$372K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.78K- 5.09% |
$59.6K - $73.6K
|
33.2K
$1.49M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.8K- 22.75% |
$60.3K - $74.5K
|
6.12K
$275K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.87K- 49.15% |
$62.7K - $77.5K
|
1.94K
$87.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-2K- 3.03% |
$66.9K - $82.6K
|
64K
$2.88M
|
|
|
Aug 15, 2025
Q2 2025
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-2.02K- 63.03% |
$67.6K - $83.5K
|
1.19K
$53.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-2.03K- 3.59% |
$67.9K - $83.8K
|
54.5K
$2.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.11K- 4.34% |
$70.6K - $87.2K
|
46.5K
$2.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.14K- 12.3% |
$71.7K - $88.6K
|
15.3K
$687K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-2.36K- 88.01% |
$78.8K - $97.4K
|
321
$14.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.49K- 3.16% |
$83.2K - $103K
|
76.2K
$3.43M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.5K- 18.45% |
$83.5K - $103K
|
11K
$496K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.87K- 10.62% |
$96K - $119K
|
24.2K
$1.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.88K- 1.01% |
$96.4K - $119K
|
283K
$12.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-2.92K- 31.4% |
$97.7K - $121K
|
6.38K
$287K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.2K- 14.49% |
$107K - $132K
|
18.9K
$848K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3.49K- 16.53% |
$117K - $144K
|
17.6K
$793K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-3.58K- 3.48% |
$120K - $148K
|
99.3K
$4.46M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.88K- 20.43% |
$130K - $160K
|
15.1K
$679K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-4.65K- 17.64% |
$155K - $192K
|
21.7K
$975K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-4.79K- 41.3% |
$160K - $198K
|
6.81K
$306K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-5.41K- 3.29% |
$181K - $223K
|
159K
$7.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.68K- 11.35% |
$190K - $235K
|
44.4K
$2M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.01K- 26.06% |
$201K - $248K
|
17.1K
$767K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-6.32K- 17.36% |
$211K - $261K
|
30.1K
$1.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-6.97K- 67.26% |
$233K - $288K
|
3.39K
$153K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-7.58K- 46.86% |
$253K - $313K
|
8.59K
$386K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.59K- 5.35% |
$254K - $314K
|
134K
$6.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-10.1K- 3.22% |
$339K - $419K
|
304K
$13.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.4K- 35.01% |
$348K - $430K
|
19.3K
$869K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-11.4K- 26.35% |
$380K - $469K
|
31.7K
$1.43M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-12.7K- 15.4% |
$424K - $524K
|
69.7K
$3.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.3K- 22.56% |
$479K - $591K
|
49.1K
$2.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14.7K- 99.99% |
$492K - $608K
|
1
$45
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.1K- 7.65% |
$506K - $625K
|
183K
$8.21M
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-15.2K- 38.34% |
$509K - $628K
|
24.4K
$1.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-15.4K- 25.3% |
$515K - $636K
|
45.5K
$2.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-17.6K- 11.55% |
$588K - $726K
|
135K
$6.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-21.2K- 57.78% |
$708K - $874K
|
15.5K
$695K
|